Calstang, The share price reflects the equilibr
Post# of 155488
(Total Views: 565)
Posted On: 10/02/2021 2:29:04 AM
Calstang,
The share price reflects the equilibrium between the belief that Cytodyn will fail and the belief that it will be successful.
I believe that there is tremendous bashing and manipulation. However, the stock price reflects the concerns that Cytodyn will remain unable to bring leronlimab to market and that the bashers will be proven correct.
That is the nature of markets, opposing buyers and sellers.
I am firmly over-invested in Cytodyn because the potential of leronlimab is far in excess of any therapeutic I have encountered.
If CD10 and CD12 had been successful, or if the BLA had been properly completed and filed, or if Cytodyn had sold 100M shares last year when the SP was $5, or if the "quick trial" promised after the CD12 disappointment had in fact been quick, we would not be under $2.
The markets provide an unending stream of opportunities in which any of us can invest. Those investment opportunities pull dollars from Cytdoyn when they appear more promising, whether due to lower risk, better short term-opportunity or just attraction to momentum plays.
No reasonable investor here would pat himself on the back for buying at $5-10 last year when there had been months of opportunity to buy at $1-2.
Most of us are terrible at timing and so have purchased, at least in part, when we became aware of the potential of leronlimab.
As with anything else, the value of what I am selling is determined by those who are buying it. Successful Brazilian trials, major cancer partnership / trials, sales of indications to a BP, or successful BLA filing will change the market's perception of Cytodyn and the resultant share price.
Until then, we have our understanding of the science of leronlimab and our belief it will change medicine, but a market that does not concur with our assessment.
The share price reflects the equilibrium between the belief that Cytodyn will fail and the belief that it will be successful.
I believe that there is tremendous bashing and manipulation. However, the stock price reflects the concerns that Cytodyn will remain unable to bring leronlimab to market and that the bashers will be proven correct.
That is the nature of markets, opposing buyers and sellers.
I am firmly over-invested in Cytodyn because the potential of leronlimab is far in excess of any therapeutic I have encountered.
If CD10 and CD12 had been successful, or if the BLA had been properly completed and filed, or if Cytodyn had sold 100M shares last year when the SP was $5, or if the "quick trial" promised after the CD12 disappointment had in fact been quick, we would not be under $2.
The markets provide an unending stream of opportunities in which any of us can invest. Those investment opportunities pull dollars from Cytdoyn when they appear more promising, whether due to lower risk, better short term-opportunity or just attraction to momentum plays.
No reasonable investor here would pat himself on the back for buying at $5-10 last year when there had been months of opportunity to buy at $1-2.
Most of us are terrible at timing and so have purchased, at least in part, when we became aware of the potential of leronlimab.
As with anything else, the value of what I am selling is determined by those who are buying it. Successful Brazilian trials, major cancer partnership / trials, sales of indications to a BP, or successful BLA filing will change the market's perception of Cytodyn and the resultant share price.
Until then, we have our understanding of the science of leronlimab and our belief it will change medicine, but a market that does not concur with our assessment.
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